Bank Products
Direct Wealth Tax Software has exceptional programs designed to help you meet the varying needs of your tax filers
PAYMENT OPTIONS
Offering more options can help you retain clients.
FEE COLLECTION MADE EASY
Collect your fees, even if the product isn’t funded.
PAY FOR YOUR SOFTWARE
Funded products can help pay for your tax prep software
Serve the Unbanked
Help your client get their refund on a prepaid debit card or a check printed in your office as soon as their refund is processed.
Serve the Unbanked
Prepare and file your client’s taxes and receive your fee directly in your bank account when the refund is released.
Serve the Cash-Strapped
Facilitate an advance on your client’s refund to get them money up front, so they can pay off Christmas bills, medical bills, or debt caused by an unexpected crisis.
Serve the Debt Jugglers
Collect your fees through a low-cost fee collection product, and your client never has to step foot in your office.
Serve the Frequent Flyers
MEET YOUR CLIENTS WHERE THEY ARE
Load the refund on a card for secure, fast, year-round use with no check-cashing fees.
Prepaid Debit Card
This is the space to introduce the Services section. Briefly describe the types of services offered and highlight any special benefits or features.
Direct Deposit
Print a good old-fashioned paper check to provide familiarity to those who still want to come by and get something tangible.
Printed Check
